Investment Club Meeting on December 20, 2022 (Webinar)

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 Ellen's Investment Club (Toronto Central Investment Share Club)

PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE, ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, DECEMBER 18 WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK

Mark Halpern, Wealthinsurance.com
Strategic Philanthropy For Investors

Tuesday, December 20, 2022, 7:00 – 9:00 P.M.
By videoconference

1. Member introductions
2. Approve Agenda
3. Guest Speaker, Mark Halpern, CEO of Wealthinsurance.com, Certified Financial Planner, Trust & Estate Practitioner, Master Financial Advisory-Philanthropy
  • Strategic Philanthropy For Investors: Get Higher Returns & Lower Taxes
    • Mark will share strategies and supporting case studies that illustrate how he helps clients maximize investment returns while minimizing taxes.
    • He will explain how Accidental Philanthropists™ are created when people are given the opportunity to leave money to charity and family instead of the tax department.
  • Youtube
4. Recent transactions
5. Watchlist stocks
6. Updates on stocks reviewed at the Nov. 15 meeting (Dollarama, Nvidia, United Health Group)
7. Future meetings: January 17, 2023
8. Adjourn



Club contact: EllensDegenerates@hotmail.com
Club Blogger site: https://ellensinvestment.blogspot.com
Club Google mailing list: ellensinvestment@googlegroups.com
Club Google Group forum: https://groups.google.com/d/forum/ellensinvestment

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